+34 918 280 295 info@lift-am.com

LIFT Income Fund.

The investment strategy of LIFT Income Fund consists on investing in income-generating assets globally through a diversified portfolio of bonds (70-75%) and equities (24-30%) with high visibility on their yield (coupon and dividend).

This fund has been designed for investors interested in obtaining recurring income and is available in both accumulation class (LU2075344551) and distribution class (LU2075344635).

Recognized with international awards

The investment strategy of LIFT Income Fund consists on investing in income-generating assets globally through a diversified portfolio of bonds (70-75%) and equities (24-30%) with high visibility on their yield (coupon and dividend).

This fund has been designed for investors interested in obtaining recurring income and is available in both accumulation class (LU2075344551) and distribution class (LU2075344635).

Recognized with international awards

Historical performance

LIFT INCOME FUND Summary

Inception date: 04/11/2020

Morningstar Category: EUR Cautious Allocation – Global

FUND DATA

ISIN LU2075344551
Morningstar Category EUR Cautious Allocation – Global
Management Company A&G Fondos SGIIC
Fund Advisor LIFT Investment Advisors EAF
ManCo Adepa Asset Management
Depositary Quintet
Auditor PWC
Management Fee 1.25% per year
ISIN LU2075344635
Morningstar Category EUR Cautious Allocation – Global
Management Company A&G Fondos SGIIC
Fund Advisor LIFT Investment Advisors EAF
ManCo Adepa Asset Management
Depositary Quintet
Auditor PWC
Management Fee 1.25% per year
4% Distribution In 2 Payments

Performance

Distributions

By Assets Type
Fixed Income

(Average Portfolio Data)

Duration (Years) 8,5
Rating AA-
Yield to Maturity 3,4%
Yield to Worst 3,4%
Region

Invest in the fund

You can invest in LIFT AM funds through the following financial institutions:

LIFT Income Fund
LIFT Income Fund
LIFT Income Fund
LIFT Income Fund - Caixabank
LIFT Income Fund - andbank
LIFT Income Fund - Singular bank

Paseo de Recoletos 16. 7ª Planta

28001 Madrid